Creating a User

To log in to the application, users must have a user account created for them that defines what access privileges they have, their login ID and password, and so on. Administrators create and maintain users in the User Manager.

To create a user:

From the Admin menu, choose User Manager. This displays the User Manager, which list the user groups.
Click the New User icon on the toolbar. This displays the User Editor.
On the General tab, enter the following information:
- Login and full name of the new user, and a description
  Note: The login ID is limited to 50 characters
- Set the password expiration frequency.
- Select a User Type from the drop-down list. This determines the privileges the user will have, for example on reports, documents and features.
- Make sure the Account Disabled check box is cleared.
On the Security Filters tab, assign a security filter to the user. These restrict the data the user can see displayed in reports. In many cases you will need to create a new security filter for the user. See: Creating and Modifying Security Filters. (This step is optional).
On the Groups tab, select the group(s) to which you want to assign this user. The user inherits any features that are enabled for the group, and inherits any security filter restrictions from security filters assigned to the group to which he or she belongs. The user is automatically assigned to the group associated with the selected user type as well as the Everybody group. (This step is optional).
On the Addresses tab, add e-mail, file, or printer addresses. At least one e-mail address is required. These are used for report and document delivery if the user is subscribed to it. For details on user addresses, see Creating and managing addresses for a user.
On the Contacts tab, grant the user access to specific shared contacts and contact groups. Contacts can be used when scheduling report or document deliveries for recipients that are not application users. Note: Shared contacts and contact groups can be only created by Micros.
On the Feature Security tab, select all of the features you want to assign to the user by selecting the check boxes in the User Level column.
Click OK to save the new user and return to the User Manager.

After you save the new user, they are sent an email with a link to the application that first prompts them to create a password and a security question. When finished answering the prompt, they are logged in to the application for the first time.